Michael R. Turner Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 41 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$310K

2013 annual disclosure

Total Assets

$149K - $460K

41 assets

Total Liabilities

$380K - $850K

4 liabilities

Total Trades

From PTR filings

Trade Volume

$2.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.2M
2009	$802K
2010	$962K
2011	$875K
2012	-$152K
2013	-$310K

Assets by Category

Mutual Funds$232K (8)

Bank & Cash$41K (2)

Retirement & Pension$33K (1)

Stocks$0 (24)

ETFs$0 (6)

Top Stock Holdings (from trades)

Cheniere Energy, Inc.LNG

$1.5M

Target stockTGT

$24K

iShares MSCI EAFE Index Exchange Traded FundEFA

$24K

Lab Corp of America stockLH

$16K

Anheuser Busch stockBUD

Texas Instruments stockTXN

$16K

All Assets (41)

Asset	Type	Owner	Value	Income
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	None
Chase Bank account	Bank & Cash	Self	$1,001 - $15,000	None
The Advantage (Age-Based Option Fund)	Mutual Funds	Self	N/A	TAX-DEFERRED
Ohio State PERS (Not self-directed)	Retirement & Pension	Self	$15,001 - $50,000	TAX-DEFERRED
Schwab Cash Reserves	Mutual Funds	Self	$1,001 - $15,000	TAX-DEFERRED
Amgen(AMGN)	Stocks	Self	N/A	TAX-DEFERRED
Nike(NKE)	Stocks	Self	N/A	Tax-Deferred
Microsoft(MSFT)	Stocks	Self	N/A	Tax-Deferred
Eli Lilly(LLY)	Stocks	Self	N/A	Tax-Deferred
Lab Corp of America(LH)	Stocks	Self	N/A	Tax-Deferred
Jacobs Engineering(J)	Stocks	Self	N/A	Tax-Deferred
Home Depot(HD)	Stocks	Self	N/A	Tax-Deferred
Hewlett-Packard(HPQ)	Stocks	Self	N/A	Tax-Deferred
General Electric(GE)	Stocks	Self	N/A	Tax-Deferred
Exxon Mobil(XOM)	Stocks	Self	N/A	Tax-Deferred
Exxon(XOM)	Stocks	Self	N/A	Tax-Deferred
Corning(GLW)	Stocks	Self	N/A	Tax-Deferred
Blackrock(BLK)	Stocks	Self	N/A	Tax-Deferred
Chevron(CVX)	Stocks	Self	N/A	Tax-Deferred
BHP Billiton(BHP)	Stocks	Self	N/A	Tax-Deferred
Novartis(NVS)	Stocks	Self	N/A	TAX-DEFERRED
Public Service Enterprise Group(PEG)	Stocks	Self	N/A	TAX-DEFERRED
Colgate-Palmolive(CL)	Stocks	Self	N/A	TAX-DEFERRED
Sysco(SYY)	Stocks	Self	N/A	TAX-DEFERRED
Verizon(VZ)	Stocks	Self	N/A	TAX-DEFERRED
Waste Management(WM)	Stocks	Self	N/A	TAX-DEFERRED
Wells Fargo(WFC)	Stocks	Self	N/A	TAX-DEFERRED
Western Union(WU)	Stocks	Self	N/A	TAX-DEFERRED
3M(MMM)	Stocks	Self	N/A	TAX-DEFERRED
iShares MSCI EAFE Index ETF(EFA)	ETFs	Self	N/A	TAX-DEFERRED
iShares S&P MidCap 400 Index ETF(IJH)	ETFs	Self	N/A	TAX-DEFERRED
iShares Russell 2000 Index ETF(IWM)	ETFs	Self	N/A	TAX-DEFERRED
Schwab Emerging Market ETF(SCHE)	ETFs	Self	N/A	TAX-DEFERRED
Schwab Broad Market ETF(SCHB)	ETFs	Self	N/A	TAX-DEFERRED
Vanguard Emerging Market ETF(VWO)	ETFs	Self	N/A	TAX-DEFERRED
Columbia Dividend Income Fund	Mutual Funds	Self	$15,001 - $50,000	None
Dreyfus Emerging Markets	Mutual Funds	Spouse	$1,001 - $15,000	None
MFS International Value Fund	Mutual Funds	Spouse	$1,001 - $15,000	None
T Rowe Price Capital Opportunity Fund	Mutual Funds	Spouse	$100,001 - $250,000	None
Scout MidCap Fund	Mutual Funds	Spouse	N/A	None
Dreyfus Small Cap Fund	Mutual Funds	Spouse	N/A	None

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Sallie Mae	student loan	$15,001 - $50,000	—	—
Wells Fargo Bank	mortgage	$250,001 - $500,000	—	—
Wells Fargo Bank	mortgage	$100,001 - $250,000	—	—
Chase Bank	other	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Defensive$32K

Consumer Cyclical$40K

Banking$24K

Financial Services$120K

Healthcare$48K

Technology$48K

Energy$1.5M

Basic Materials$8K

Industrials$24K

Michael R. Turner trades Wealthiest members Most active traders OH delegation Articles

Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).